that's japan, israel, and britain. >> that's right. china is rising, the middle east is exploding, and europe is muddling through. each has one country that happens to be the special ally of the united states that is outside and can't do anything about it. china's rising and japan can't have a good relationship with them. they're really increasingly by themselves and facing conflict. the middle east is exploding. israel is on the downside of every one of those relations whether it's egypt or jordan or turkey. and the europeans are muddling through but ultimately are improving and tightening in the eurozone. where are the brits? they're outside. these are the three countries the united states has a special relationship with. they're our allies yet they're countries that are impacted very negatively by the unmooring happening today. >> with all these risks, where do i put my money? >> i think there are a few emerging markets becoming more developed. places like brazil and turkey. but also the strong developed markets are coming back. fin